Maerki Baumann & Co. AG awarded "summa cum laude" by the editors of the Elite Report for 12th time

Media release, 28 November 2019

Maerki Baumann & Co. AG awarded "summa cum laude" by the editors of the Elite Report for 12th time

The Zurich-based private bank Maerki Baumann & Co. AG has confirmed its top rating of previous years for 2020, too, having been awarded the rating "summa cum laude" by the German Elite Report on Asset Managers for the 12th time running. This year, Maerki Baumann, together with another Swiss bank, was named Best Swiss Asset Manager. It has thus secured its leading position as one of the best banks in German-speaking Europe.

Maerki Baumann was able to systematically build on its strong performance of previous years and was awarded the Report's highest rating of "summa cum laude" for the 12th consecutive time. The Elite Report of Asset Managers examined 350 banks and asset management specialists from Switzerland, Germany, Austria, Luxembourg and Liechtenstein. The assessment is based on a company survey, test purchases ("mystery shopping") and a poll of selected reference clients. The main assessment criteria are client focus, advisory quality, service, value for money, product transparency, expertise and degree of individualisation.

The jury of the specialist journal Elite Report invited guests to the awards ceremony in Munich on 26 November 2019. The award was accepted in person by Gérard Piasko, Chief Investment Officer, and Konstantinos Ntefeloudis, Head Investment Management. 

Maerki Baumann & Co. AG – Private Bank

The Zurich-based private bank Maerki Baumann & Co. AG focuses on its core competencies of investment advisory services and asset management as well as services for independent asset managers. With the Crypto Desk, the Bank is building up another core competence that is crucial for the future. The traditional bank open to new technologies is an unlisted family-owned company that takes a long-term view and offers its services exclusively from Switzerland. Its invest-ment philosophy based on security, transparency and independence is reflected in the fact that it refrains from using proprietary products – as well as in its very solid capital base and in the bank's transparent performance. With its modular investment approach, the private bank underscores its aim of combining the traditional with the new. Maerki Baumann currently has assets under management of around CHF 8.3 billion, of which 80% are generated in business with Swiss and 10% with German clients.